Use this skill when users need to create or configure tab-based Salesforce Custom Applications with navigation, branding, and action overrides. Trigger when users mention custom apps, application metadata, app navigation, or organizing tabs into applications. Use when users want to create app contai

When to Use This Skill Use this skill when you need to: Create Lightning applications Organize tabs and features into focused apps Configure application navigation and branding Set up custom page layouts for objects Troubleshoot deployment errors related to custom applications CustomApplication (Lightning App) Metadata Specification Overview Custom applications (Lightning Apps) that group tabs and functionality to provide a focused user experience for specific business processes. Always configured for Lightning Experience. Purpose Organize related functionality into focused applications Group tabs and components for specific user roles Provide tailored user experiences Control access to specific features and data Use Standard navigation for general business applications or Console navigation for specialized service/support workflows requiring multi tab workspaces Create professional, branded application identity with custom colors and branding Override standard actions with custom Lightning pages for enhanced user experience Enable profile specific experiences through profile action overrides Required Properties Core Application Properties fullName : API name of the application label : Display name of the application uiType : Always "Lightning" for modern apps navType : CRITICAL Choose based on user requirements and workflow patterns "Standard": DEFAULT for general business applications (e.g., sales, marketing, operations) "Console": ONLY when workflow requires managing multiple records simultaneously with split view or multi tab workspace (e.g., customer service, call centers, support operations) formFactors : Array of form factors (["LARGE"] for desktop, ["SMALL"] for mobile, or both) Optional Properties description : Brief description of the application's purpose tabs : Array of tab names to include utilityBar : API name of the Utility Bar configuration brand : HIGHLY RECOMMENDED Branding configuration object (headerColor, shouldOverrideOrgTheme, footerColor) actionOverrides : REQUIRED when custom record pages exist Action override configuration (actionName, content, formFactor, type, pageOrSobjectType) profileActionOverrides : Profile specific action overrides (actionName, content, formFactor, pageOrSobjectType, type, profile) isNavAutoTempTabsDisabled : Navigation behavior setting (default: false) isNavPersonalizationDisabled : Personalization setting (default: false) isNavTabPersistenceDisabled : Tab persistence setting (default: false) Application Configuration Navigation Type Selection (CRITICAL) Decision Criteria for navType: Choose "Standard" (DEFAULT) for: General business applications and most workflows Single record focus or linear navigation patterns Standard tab based navigation is sufficient Choose "Console" ONLY when workflow requires: Managing multiple related records simultaneously in split view Multi tab workspace for handling complex, interconnected data Contextual information from multiple sources visible at once Examples: customer service operations, support desks, call centers When in doubt: Default to "Standard" for most general business use cases Navigation Settings isNavAutoTempTabsDisabled : Controls automatic temporary tab creation isNavPersonalizationDisabled : Controls user personalization features isNavTabPersistenceDisabled : Controls tab persistence across sessions Tab Management tabs : Array of tab names to include in the application formFactors : Device specific configurations (Large for desktop, Small for mobile) Utility Bar utilityBar : Reference to Lightning utility bar (appears at bottom of Lightning Experience) Branding (HIGHLY RECOMMENDED DO NOT SKIP) IMPORTANT : Provide branding configuration to create a professional, visually distinct application identity. brand.headerColor : Header bar color in hex format (e.g., " 0070D2") RECOMMENDED brand.shouldOverrideOrgTheme : Override organization theme (true/false) Default: false brand.footerColor : Footer color in hex format Action Overrides (CRITICAL DO NOT SKIP) IMPORTANT : Action overrides MUST be created for every custom object tab that has a record page generated by flexipage expert. actionOverrides.actionName : Action to override ("View" or "Tab") actionOverrides.content : Page/component name (FlexiPage, Visualforce, Lightning component) For "View" action: Reference record pages generated by flexipage expert For "Tab" action: Reference home/app pages generated by flexipage expert actionOverrides.formFactor : Device type ("Large" or "Small") actionOverrides.type : Override type ("Default", "Visualforce", "Flexipage", "LightningComponent", "Scontrol") Recommended: Use "Flexipage" for Lightning record/home pages generated by flexipage expert actionOverrides.pageOrSobjectType : Object API name the override applies to actionOverrides.comment : Optional description (max 1000 characters) Auto generated comment: "Action override created by Lightning App Builder during activation." actionOverrides.skipRecordTypeSelect : Skip record type selection (default: false) Profile Action Overrides profileActionOverrides.actionName : Action to override ("View" or "Tab") profileActionOverrides.content : Page/component name For "View" action: Reference profile specific record pages generated by flexipage expert For "Tab" action: Reference profile specific home pages generated by flexipage expert Can reference same or different FlexiPages than actionOverrides for profile specific experiences profileActionOverrides.formFactor : Device type ("Large" or "Small") profileActionOverrides.pageOrSobjectType : Object API name profileActionOverrides.type : Override type Recommended: Use "Flexipage" for Lightning pages generated by flexipage expert profileActionOverrides.profile : Profile API name (e.g., "Admin", "Standard User") Enables different page layouts for different user profiles Device Support Desktop Configuration formFactor : "Large" tabs : Full list of application tabs Phone Configuration formFactor : "Small" tabs : Mobile optimized tab selection Tablet Configuration formFactor : "Medium" tabs : Tablet appropriate tab selection User Experience Features Navigation Behavior Auto Temporary Tabs : Can be enabled/disabled Personalization : User customization options Tab Persistence : Remember user's tab selections Accessibility Keyboard Navigation : Full keyboard support Screen Reader : Compatible with assistive technologies High Contrast : Support for high contrast modes Integration Points Custom Tabs : Include custom object and web tabs Standard Tabs : Include standard Salesforce tabs Lightning Pages : Integrate with Lightning page layouts Components : Include custom Lightning components Best Practices Always use Lightning UI : Set uiType to "Lightning" for modern apps Choose appropriate navigation : CRITICAL Analyze requirements carefully for navType selection Use "Standard" (DEFAULT) for general business applications Use "Console" ONLY when workflow requires multi tab workspace, split view, or managing multiple related records simultaneously Examples for Console: customer service, call centers, support operations Default to "Standard" for most general business use cases Include Standard Tabs : Add common Salesforce tabs (Home, Accounts, Contacts, etc.) Use clear, descriptive application names Group related functionality logically Consider different user roles and needs Test across different device types Ensure proper permissions and access control Provide meaningful descriptions for users Follow consistent naming conventions Always configure branding : Set headerColor to create professional application identity Use accessible brand colors : Ensure hex colors have sufficient contrast (WCAG AA compliant) Configure utility bars : Add useful quick access tools for users Leverage action overrides : Customize page layouts for specific objects using FlexiPages from flexipage expert Use profile overrides : Provide role specific experiences by referencing different flexipage expert generated pages per profile Enhancement Rules uiType : Always set to "Lightning" for modern app experience navType : CRITICAL DECISION Analyze user requirements carefully Set to "Standard" (DEFAULT) for general business applications Set to "Console" ONLY when workflow requires: Managing multiple related records simultaneously with split view capability Multi tab workspace for handling complex, interconnected data Contextual information from multiple sources visible at once Console examples: customer service operations, call centers, support desks When in doubt between Standard and Console, choose "Standard" for most business use cases formFactors : Always set to ["LARGE"] for desktop Lightning Experience Standard Tabs : Automatically add Home, Accounts, Contacts, Opportunities, Leads, Cases Navigation Settings : Set all navigation flags to false for best user experience Branding : ALWAYS include brand configuration for professional application identity MANDATORY: Set brand.headerColor to appropriate color (e.g., " 0070D2" for Salesforce Blue) Set brand.shouldOverrideOrgTheme based on requirements Action Overrides : ALWAYS create action overrides when custom record pages exist MANDATORY: Add actionOverrides for "View" action pointing to flexipage expert generated record pages Use "Flexipage" type and reference the exact FlexiPage name Set formFactor to "Large" for desktop Include pageOrSobjectType with the object API name Profile Action Overrides : Reference flexipage expert generated pages for role based customization Form Factors : Use "Large" for desktop, "Small" for mobile in overrides CRITICAL Verification Checklist (MUST VERIFY) [ ] All tabs are included in the application [ ] navType IS CORRECTLY SET Verify Console vs Standard selection [ ] Default to "Standard" for most general business applications [ ] Set to "Console" ONLY if workflow requires managing multiple records simultaneously, split view, or multi tab workspace [ ] If requirements are general/ambiguous → navType should be "Standard" [ ] BRANDING IS CONFIGURED This is HIGHLY RECOMMENDED for professional applications [ ] brand.headerColor is set with valid hex color (e.g., " 0070D2") [ ] brand.shouldOverrideOrgTheme is set (default: false) [ ] ACTION OVERRIDES ARE CREATED This is MANDATORY for every custom object with a record page [ ] Action overrides are defined for EACH custom object tab pointing to the correct record page [ ] actionOverrides.content matches the exact FlexiPage name generated by flexipage expert [ ] actionOverrides.pageOrSobjectType is set to the correct object API name [ ] actionOverrides.type is set to "Flexipage" [ ] actionOverrides.actionName is set to "View" [ ] actionOverrides.formFactor is set to "Large" [ ] All required fields are populated (fullName, label, uiType, navType, formFactors)

platform-custom-application-generate